Operations Client Service, Assistant Vice President

State Street.
Quincy, Massachusetts, Newport Beach, California, Los Angeles, California
Not disclosed
09 Jan 2023
09 Feb 2023
Contract type
Full time
Experience level

Quincy, Massachusetts, Newport Beach, California, Los Angeles, California, Irvine, California, Alameda, California, Aliquippa, Pennsylvania, West Conshohocken, Pennsylvania, Detroit, Michigan, Topeka, Kansas, Quincy, Massachusetts, North Quincy, Massachusetts, Hadley, Massachusetts, Grafton, Massachusetts, Cambridge, Massachusetts, Boston, Massachusetts, Austin, Texas, Burlington Massachusetts, Miami, Berwyn, Pennsylvania, Charlotte, North Carolina, New York, New York, Princeton, New Jersey, Clifton, New Jersey, Atlanta, Georgia, Jacksonville, Florida, Durham, North Carolina, Kansas City, Missouri, Jersey City, New Jersey, Lee's Summit, Missouri, San Francisco, California, Westboro, Massacusetts, Sacramento, California, Redwood City, California, Secaucus NJ

Who we are looking for

The Client Service Manager AVP will be responsible as the primary contact for some key clients and will also serve as the manager to the Client Service Managers in the Retiree Servcices Kansas City location for the purpose of benefit payments services. In this role you will manage the daily activities of the client, the service level agreements, resolution of operational support issues that require client escalation. You will also provide guidance to the client service manager and serve as escalation point on some accounts.

Why this role is important to us

The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS’ tools help our clients make better investment choices and act on growth opportunities.

Join us if making your mark in the financial services industry from day one is a challenge you are up for.

What you will be responsible for

As Client Service ManagerAVP you will do the following on clients assigned to you and monitor other managers as they perform similar tasks on their clients.

  • Respond to client inquiries regarding benefit payment services and system operations
  • Ensure funding is received timely and any cash discrepancies resolved
  • Facilitate return of monies to trust as required
  • Ensure invoice payment is received timely and report as required
  • Work with client to resolve escalated operarational issues
  • Manage Service levels and know custom contract requirements
  • Lead service review meetings and provide documentation for same
  • Facilitate client actions required as we move to new payment system
  • Assist in other department or company related initiatives

What we value

These skills will help you succeed in this role

  • Strong oral and written communication
  • Organized and able to prioritize tasks to meet deadlines
  • Experience in Retiree Services or equivalent benefit payment services
  • Ability to assess risk in process execution and decision making

Education & Preferred Qualifications

  • Bachelor’s degree or equivalent
  • Knowledge of benefit plans and or payment process
  • Other relevant experience in financial industry

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Salary Range:

$70,000 - $115,000 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

For further information, and to apply, please visit our website via the “Apply” button below.

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